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Overview of the Task Manager

The complete overview of every task across the organisation on the Manage Tasks page

Amy Dignon avatar
Written by Amy Dignon
Updated today

Admin-level users create and manage everyone's tasks from the Manage Tasks page. Here's more info on our roles & permissions.

Creating a task

To create a new task hit the 'Create Task' button in the top right-hand corner of the Manage Tasks page. For more information on how the Task Editor works when creating tasks click here.

How do I search for a task?

  • Head to the Manage Tasks page

  • In the top right-hand corner, there’s a search bar

  • Type in the title of the task

  • The list of tasks will reduce as you type, with just the tasks matching your query remaining. This is a great tool if you have a rough idea of what the task is called.

Manage Tasks by using the Tags, Sites or Areas Filter

The toolbar on the left-hand side of the Manage Tasks page allows admins to filter by site, area & tag.

Filtering by tags can narrow the tasks down by type (e.g. kitchen) whereas filtering by Site and Area is useful for locating site-specific tasks.

This is a great tool for checking which tasks sites have been assigned or checking which tags have been assigned to tasks.

💡 Note: Tagging is available on the Team and Standard Plans only - click here for more on Plans and Features.

How many tasks do I have?

The total number of tasks on an organisation can be found in the top left-hand corner of the manage tasks page.

Previewing tasks

To see a task preview or edit a task, select the title of the task. The preview & 'Edit' button will appear. To preview how all tasks will look for completion hit 'Preview all'.

Tasks also have some information available at a glance including:

  • How many sites tasks have been assigned to

  • When they are scheduled

  • If they are published or a draft

  • Which tags have been assigned

  • If there are any permission restrictions

How do I bulk-assign tasks?

  • Head to the Manage Tasks page

  • Select the checkbox next to each task that needs to be assigned to a site - a toolbar will appear at the top of the page

  • Select 'Assign'

  • A list of sites will be given to assign the task to

    Here's a video that will help run you through bulk-assigning tasks:

How do I unassign tasks in bulk?

  • Head to the Manage Tasks page

  • Select the checkbox next to each task which needs to be unassigned from a site - a toolbar will appear at the top of the page

  • Click 'More' followed by 'unassign' - this will then give a list of sites to remove the task from

How do I delete a task?

To delete a task it will first have to be archived:

  • Head to your Manage Tasks page and click the check box beside the unwanted task(s)

  • Hit 'Archive' from the toolbar at the top of the page

  • Once they are archived, reselect the unwanted task(s)

  • Then click the 'Delete' button at the top of the page

Use with caution - deleting tasks will mean they're removed from all sites and your Manage Tasks page forever. This will also remove all completed task data & previous records for this task - once this is deleted this is unrecoverable.

How do I reorder the tasks on the Manage Tasks page?

Tasks on the Manage Tasks page are ordered by the timeslots they have been scheduled to be completed in e.g. 'Before Open', and 'Morning'. Currently, there isn't a way to manually reorder tasks on this page.

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